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美股盤前要點 | 高通第二財季業績及指引超預期 諾和諾德上調利潤和銷售前景
1. 美國三大股指期貨走高,納指期貨升0.97%,標普500指數期貨升0.69%,道指期貨升0.52%。 2. 歐股主要指數升跌互現,德國DAX指數升0.18%,英國富時100指數升0.42%,法國CAC指數跌0.64%,歐洲斯托克50指數跌0.26%。3. 美聯儲連續第六次將基準利率維持在5.25%-5.50%區間不變,符合市場預期。4. 美國3月貿易帳-694億美元,為2023年4月以來最大逆差;預期-691億美元,前值-689億美元。5. 美國上週首次申領失業救濟人數為20.8萬人,預估為21.5萬人,前值為20.7萬人。6. 諾和諾德Q1銷售額為653.5億丹麥克朗,同比增長22.4%;淨利潤254億丹麥克朗,同比增長28%,均超預期;上調利潤和銷售指引。7. 殼牌Q1營收為724.8億美元,同比下降16.7%;調整後淨利潤為77.3億美元,市場預期62.5億美元。8. 高通Q2營收93.9億美元,同比增長1%,分析師預期93.2億美元;調整後EPS為2.44美元,同比增長13.5%,分析師預期2.32美元。9. Doordash Q1營收25.1億美元,分析師預期24.5億美元;調整後EBITDA為3.71億美元,分析師預期3.685億美元。10. eBay Q2營收為25.6億美元,同比增長2%,分析師預期25.3億美元;調整後每股盈利1.25美元,同比增長13%,分析師預期1.21美元。11. Carvana Q1營收30.6億美元,分析師預期26.8億美元;調整後EBITDA為2.35億美元,分析師預期1.309億美元。12. Moderna Q1營收1.67億美元,分析師預期為9960萬美元;每股虧損3.07美元,分析師預期虧損3.58美元。13. 微軟將在馬來西亞投資22億美元用於雲計算和人工智能技術。14. 蘋果供應鏈分析師郭明錤:今年發佈新款AppleWatchUltra的可能性下降。15. 諾華公司將斥資10億美元預付款收購生物技術公司Mariana Oncology。16. 美國社交健身公司Peloton將在全球裁員15%。美股時段值得關注的事件:22:00 美國3月工廠訂單月率
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